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CCC will be closed on Monday, May 30th in observance of Memorial Day.

Philomath School District 17J

Franklin Templeton

This Vendor Page has not been approved by Franklin Templeton,
but the information provided should be useful to you.

Franklin Templeton - General Status

Franklin Templeton plans to have continued involvement in the 403(b) market. Franklin Templeton and has signed the CCC Umbrella ISA.

Franklin Templeton Web Homepage

Franklin Templeton Homepage may be accessed here .

Product Information

Click the link(s) below for information on Franklin Templeton investment products:

Fee Information

Click the link(s) below for information on the fees associated with Franklin Templeton accounts:

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403(b) Investment Options

Franklin Templeton offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (No-Load)
  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
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Roth 403(b) Contribution Policy

Franklin Templeton does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Franklin Templeton are marketed using the following approaches:

  • End of List Declared by Franklin Templeton

Helpful Employee Resources

Franklin Templeton has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Franklin Templeton provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Franklin Templeton, please visit our General Franklin Templeton Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.


Franklin Templeton - Philomath School District Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Franklin Templeton Plan Number

When contacting Franklin Templeton or its local contacts, have ready your Philomath School District - Franklin Templeton PLAN OR GROUP NUMBER: To Be Determined

Philomath School District EIN

When contacting Franklin Templeton or its local contacts, you may require the Philomath School District EIN: 936000208

Philomath School District Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Franklin Templeton on Philomath School District list of authorized vendors.

Request Additional Information from Franklin Templeton

Contact Franklin Templeton directly if you have additional questions about Franklin Templeton products or services.

Information Sharing Agreement, If Applicable

Franklin Templeton has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Philomath School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Philomath School District does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Franklin Templeton does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Franklin Templeton has supplied the following forms which may be PDFs or online submittals:

Please contact Franklin Templeton to request any other type of forms you might need.

Philomath School District Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Philomath School District 403(b) Plan and much more on the Philomath School District Information Page, available by clicking here.